Mission Wealth Management, LP First Tr Exchange Traded Fd Fi Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FXZ
# of Institutions
128Shares Held
3.08MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA477KShares$26.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC248KShares$13.9 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC221KShares$12.4 Million0.0% of portfolio
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Morgan Stanley New York, NY190KShares$10.6 Million0.0% of portfolio
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Cornerstone Planning Group LLC Fairfield, NJ155KShares$8.66 Million2.28% of portfolio